M&A Trends in Wealth Management: Growth, Valuations and Succession Planning

Published on June 10, 2026

Marshberry's John Orsini explores how advisors can prepare for a potential acquisition.

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The Foundations of Scaling with Intention: Tech, Data Strategy and Agentic AI

June 10, 2026
AWS's Ramasamy Seranthaiya shares how advisors can approach growth more intentionally.

Inflation Since 1872: A Long-Term Look at the CPI

June 10, 2026
The May release of the Consumer Price Index for Urban Consumers (CPI-U) places the year-over-year inflation rate at 4.25%, its highest level in over three years. This keeps inflation above the post-WWII average of 3.72% for a second straight month and marks the third consecutive month that the current rate is above the 10-year moving average, which currently sits at 3.27%.